Tackle AI
Schaumburg, US · Founded 2017 · Illinois LLC · 1 known investors
Find your way into Tackle AI
Machine learning platform for enterprise document workflows
Also known as Tackle Ai · TackleAI
Founders & leadership
Tackle AI was founded in 2017 by Sergio Suarez Jr. and Sergio Suarez.
Board
Investors · 1
Reported raises · per SEC filings
Form D private placements$13.1M disclosed across 6 of 8 rounds · 2020–2025
▶$3.7MraisedDec 2025 · 57 investors · Other TechnologyRule 506(b)
- JOSEPH VAN HECKEDirector
- SERGIO SUAREZ JR.Executive Officer, Director, Promoter
- Offering amount
- $5M
- Amount sold
- $3.7M
- Minimum investment
- $5K
- First sale
- Nov 2024
- Incorporated
- Limited Liability Company, Illinois
- Federal exemptions
- 06b
▶$6.1MraisedJul 2024 · 15 investors · Other TechnologyRule 506(b)
- JOSEPH VAN HECKEDirector
- JOE STECHERPromoter
- Sergio Suarez Jr.Executive Officer, Director, Promoter
- JASON MERCERDirector
- Offering amount
- $6.5M
- Amount sold
- $6.1M
- Minimum investment
- $20K
- First sale
- Dec 2022
- Incorporated
- Limited Liability Company, Illinois
- Federal exemptions
- 06b
▶$500KraisedFeb 2023 · 1 investors · Other TechnologyRule 506(b)
- JOSEPH VAN HECKEDirector
- JOE STECHERPromoter
- SERGIO SUAREZ JR.Executive Officer, Director, Promoter
- Offering amount
- $500K
- Amount sold
- $500K
- Minimum investment
- $100K
- First sale
- Jun 2022
- Incorporated
- Limited Liability Company, Illinois
- Federal exemptions
- 06b
▶$1MraisedFeb 2023 · 3 investors · Other TechnologyRule 506(b)
- JOE STECHERPromoter
- SERGIO SUAREZ JR.Executive Officer, Director, Promoter
- JOSEPH VAN HECKEDirector
- Offering amount
- $1M
- Amount sold
- $1M
- Minimum investment
- $100K
- First sale
- Jun 2022
- Incorporated
- Limited Liability Company, Illinois
- Federal exemptions
- 06b
▶$190KraisedAug 2021 · 8 investors · Other TechnologyRule 506(c)
- Suarez SuarezExecutive Officer
- Joe R StecherExecutive Officer
- Offering amount
- $3M
- Amount sold
- $190K
- Minimum investment
- $15K
- Sales commissions
- $40K
- Proceeds to insiders
- $17.5K
- Placement agents
- Rainmaker Securities, LLC, Rainmaker Securities, LLC
- First sale
- Jul 2021
- Incorporated
- Limited Liability Company, Illinois, 2017
- Federal exemptions
- 06c
▶$1.6MraisedSep 2020 · 2 investors · Other TechnologyRule 506(b)
- Sergio SuarezExecutive Officer
- Joe R StecherExecutive Officer
- Offering amount
- $1.6M
- Amount sold
- $1.6M
- Minimum investment
- $125K
- Proceeds to insiders
- $150K
- Placement agents
- Rainmaker Securities, LLC, Rainmaker Securities, LLC
- First sale
- Mar 2020
- Incorporated
- Limited Liability Company, Illinois, 2017
- Federal exemptions
- 06b, 4a5
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Company profile
researched Aug 2026TackleAI is a software company that applies proprietary machine learning models to unstructured documents, dynamically finding, analyzing and organizing data contained in text, images, scans, emails and media without requiring per-document pre-training. The platform is positioned for document-heavy workflows in healthcare, legal, finance and defense, where it extracts fields such as diagnoses, procedures, providers, patients, ordering physicians and laboratory details and can push results into downstream systems including electronic health records.
The company organizes its offering into three products that operate as a single pipeline. TackleVision handles extraction and redaction, covering tables, handwriting, stamps, signatures and images, autonomous PII/PHI redaction for large productions and breach response, and de-duplication across productions. Medical Record Review converts records, billing, explanations of benefits and pharmacy data into searchable chronologies and treatment timelines, flags missing or inconsistent records, and supports mass tort and MDL work such as claimant screening, bellwether support and case stratification. Denial Recovery, powered by RecoveryIQ, reconciles claims against records, authorizations, policies and remittances to surface medical-necessity denials, underpayments and fee schedule discrepancies, and generates recovery packages containing demand letters, recovery math and policy citations. Every output is linked back to its source page for auditability.
Founding story
Sergio Suarez Jr. describes starting the company to address the share of enterprise information locked in unstructured documents across healthcare, business, legal, finance and military settings, citing Gartner's estimate that white-collar workers spend 30 to 40 percent of their time managing such data, and building an AI network intended to read documents the way people do at far lower cost.
Business model
B2B software sold to enterprises, described by an investor profile as B2B SaaS at the seed stage. The company sells largely turn-key, low-customization deployments that require little servicing, while also building custom solutions for certain clients such as U.S. Air Force work.
Enterprise software licensing/subscription (B2B SaaS), with custom build engagements for some government clients.
Traction
Company-reported figures include more than 400 million medical documents processed, sub-second data extraction from complex pages and over 99% precision. Third-party profiles list 41 employees (another lists a range of 11-50). Customer engagements cited include Vanderbilt University, where the platform reads and confirms the accuracy of scores on completed MOCA tests, and an HR automation project with the Virginia National Guard's 192d Wing estimated to save more than 150,000 man hours annually. In one healthcare workflow the company reports reducing processing time from 48 hours to under a second at a sub-one-percent error rate.
Latest developments
A December 2025 filing reported $3.73m raised out of a $5m offering. The current product line spans TackleVision extraction and redaction, Medical Record Review chronologies for litigation, and Denial Recovery powered by RecoveryIQ.
▸Full profile — market position, technology, go-to-market, geography, history
Market position
Positions itself as a specialist in documents that conventional OCR and generic AI wrappers cannot handle, competing in the intelligent document processing segment alongside companies such as LandingAI, Inpleo, SearchDoc and ExB. It was named by CIO Applications Magazine among its Top 10 Artificial Intelligence Solution Companies for 2021.
Documents do not need to be pre-trained before processing; the models are built entirely in-house in the United States without third-party or cloud dependencies; processing runs locally in a controlled environment; and every extraction or finding is traceable to its source page for defensibility. The Denial Recovery product is described as reconciling the payer's underlying calculations rather than only reading payer summaries.
Technology
A fully proprietary, U.S.-built platform combining a proprietary mathematical algorithm layer with deep machine learning and custom AI layers, including multiple in-house neural networks used together in TackleVision. All development is done internally rather than outsourced. The system does not depend on third-party or cloud components and runs locally within the company's secure environment, with deployment options for strict requirements. The company reports independently audited HIPAA and SOC 2 compliance, sub-second extraction from complex pages and over 99% extraction precision, and states it has processed more than 400 million medical documents over more than nine years of training on medical documents.
Go-to-market
Direct enterprise sales supported by live demonstrations run on prospects' own documents, partnerships with government and military units, and visibility through industry recognition and trade press.
Enterprises and institutions with large volumes of complex documents, with emphasis on healthcare providers and payers, law firms handling medical record review and mass tort/MDL matters, plus finance, defense and government customers. Named or described customers include the U.S. Department of Defense (custom Air Force solutions), the 192d Wing of the Virginia National Guard and Vanderbilt University.
Geography
Headquartered at 475 North Martingale Road, Suite 1050, Schaumburg, Illinois, United States, with development staff described as based in the Chicago area.
History
TackleAI has operated since 2017 from Schaumburg, Illinois. It raised a $1.725m seed round announced in November 2020, at which point Joe Stecher was co-founder and CEO and Sergio Suarez Jr. co-founder and CTO. Around 2021 it launched TackleVision for large-scale unstructured document extraction and was recognized by CIO Applications Magazine. Leadership listings later show Sergio Suarez Jr. as CEO, with Eric Ginder as CTO, Lizz Suarez as CMO, Veronica Aguilar as COO and Joe Van Hecke as CFO. In December 2025 a further seed raise of $3.73m from a $5m offering was reported.
Compiled by commissioned research from 8 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Non-dilutive funding · 2 SBIR/STTR awards
Federal grants — no equity taken| Agency | Phase | Year | Amount |
|---|---|---|---|
| U.S. Air ForceAir Force | Phase II | 2020 | $1.3M |
| U.S. Air ForceAir Force | Phase I | 2020 | $50K |
Source: SBIR.gov award data (U.S. Small Business Administration). SBIR/STTR awards are competitive federal R&D grants and contracts — non-dilutive capital alongside any venture rounds above.
Timeline · 5
launches, deals, and filingsAn initial filing reported $3.73m raised out of a $5m offering, classified as a seed round.
$3.7M source ↗
Product for rapidly extracting deconstructed data from large volumes of unstructured documents, used together with the company's other proprietary neural networks.
The company announced a $1,725,000 seed round to expand its AI platform's core capabilities and grow development, marketing and operations teams.
$1.7M source ↗
Partnership to automate HR workflows, estimated to save the client over 150,000 man hours annually.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
Legal entities · 1
corporate structureIn the news
▸Research sources · 8
primary sources listed
- Tackle AItackleai.com · web
8 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Tackle AI do?
- TackleAI builds proprietary AI software that extracts and structures data from unstructured medical, legal and claims documents.
- Who founded Tackle AI?
- Tackle AI was founded by Sergio Suarez Jr., Sergio Suarez in 2017.
- Who are Tackle AI's investors?
- Tackle AI's investors include Cleveland Avenue.
- How much funding has Tackle AI raised?
- Tackle AI has disclosed $13.1M raised across 6 of its 8 known rounds.
- Where is Tackle AI headquartered?
- Tackle AI is headquartered in Schaumburg, US.

